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Excel Course for Financial Analyst

Excel Course for Financial Analyst
flexible workload of 4 to 360h
valid certificate in your country

What will I learn?

Gain expertise in Excel for financial analysis by building precise price and return datasets, constructing portfolios, and computing essential metrics like annualised returns, volatility, Sharpe ratio, correlation, and beta. Develop professional summary reports, what-if analysis sheets, utilise named ranges and structured references, and deliver succinct data-backed recommendations with verifiable formulas.

Elevify advantages

Develop skills

  • Construct accurate price and return datasets in Excel for practical portfolios.
  • Calculate portfolio returns, volatility, beta, and Sharpe ratio using reliable formulas.
  • Evaluate risks through correlation matrices, factor betas, and intuitive Excel charts.
  • Perform what-if analysis in Excel to assess new stocks and ideal portfolio allocations.
  • Design executive summary sheets and compelling buy/sell recommendations in Excel.

Suggested summary

Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.
Workload: between 4 and 360 hours

What our students say

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EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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